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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.5M -$812K -36,204 -5%
UBS Group
2
UBS Group
Switzerland
$11.7M +$800K +35,686 +7%
Bank of America
3
Bank of America
North Carolina
$10.6M -$1.43M -63,875 -12%
Wells Fargo
4
Wells Fargo
California
$10M +$2.02M +90,293 +24%
AAM
5
Advisors Asset Management
Colorado
$5.84M +$1.7M +75,695 +39%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.73M +$851K +37,935 +17%
PPA
7
Parametric Portfolio Associates
Washington
$5.4M +$686K +30,605 +14%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$2.13M -$231K -10,321 -10%
LPL Financial
9
LPL Financial
California
$2.05M +$20.5K +916 +1%
Ameriprise
10
Ameriprise
Minnesota
$1.99M +$74.1K +3,303 +4%
WS
11
Wedbush Securities
California
$1.88M +$153K +6,845 +9%
Stifel Financial
12
Stifel Financial
Missouri
$1.7M -$264K -11,793 -13%
RJA
13
Raymond James & Associates
Florida
$1.68M -$776K -34,616 -31%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.15M -$602K -26,828 -34%
Invesco
15
Invesco
Georgia
$1.01M -$379K -16,894 -27%
KAS
16
Kestra Advisory Services
Texas
$687K +$71.5K +3,191 +11%
BRWM
17
B. Riley Wealth Management
Tennessee
$658K +$6.73K +300 +1%
AWS
18
Atria Wealth Solutions
New York
$648K +$661K +29,497 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$594K +$19.9K +886 +3%
CA
20
Claro Advisors
Massachusetts
$588K – – –
COLIM
21
City of London Investment Management
United Kingdom
$586K -$291K -13,000 -33%
SFS
22
Shaker Financial Services
Virginia
$566K +$580K +25,872 New
SC
23
Stolper & Co
Oklahoma
$540K +$50K +2,231 +10%
Lido Advisors
24
Lido Advisors
California
$501K +$515K +22,957 New
BRWA
25
B. Riley Wealth Advisors
Florida
$475K +$487K +21,712 New
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